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6144.TWO$14.40-0.35%
Fair $14.40+0.0%

6144.TWO

Deltamac(Taiwan)Co.,Ltd

Communication Services / EntertainmentTaipei Exchange

$14.40

-0.05 (-0.35%)

Fairly Valued+0.0%Fair Value $14.40Fund rank 26/100 · Data gapFallback financials|
SA 22/D
F-Score: 4/9
Declining RevenueLow Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-8.0M · quality 45.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

22/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Revenue has declined for 3 consecutive years ROE is -4.5%, below the 5% threshold
Thesis & Journal · 6144.TWOLocal privado en este navegador · Deltamac(Taiwan)Co.,Ltd
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$551M

P/E

N/A

•

EV/EBITDA

61.4x

↑

ROE

-4.5%

↓

Gross Margin

40.3%

↓

Debt/Equity

0.04

↓
52-Week Range$14
$14$26

TradingView lightweight chart

6144.TWO price, volumen y niveles de valoración

Último $14.40Periodo -68.9%
Fair value: $14.40

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

-8.4%

FCF CAGR

—

FCF margin

-4.6%

FCF / Net income

0.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $172.7M · net income $-13.9M · FCF $-8.0M

2022-FY → 2025-FY

Gross margin

40.3%+1.6% pts

Operating margin

-12.2%-6.4% pts

Net margin

-8.0%-4.8% pts

FCF margin

-4.6%-8.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$172.7M$172.7M$186.2M$191.4M$225.1M
Net Income$-13.9M$-13.9M$-22.0M$-18.4M$-7.3M
EBITDA$8.7M$8.7M$15.1M$10.4M$30.3M
EPS——-0.57-0.48-0.19
Gross Margin40.3%40.3%36.0%37.7%38.7%
Operating Margin-12.2%-12.2%-15.4%-11.1%-5.8%
Net Margin-8.0%-8.0%-11.8%-9.6%-3.3%
Balance Sheet
Debt/Equity0.040.040.020.020.03
Current Ratio4.664.66———
Cash Flow
Free Cash Flow$-8.0M$-8.0M$13.7M$-13.9M$7.5M
Returns
ROE-4.5%-4.5%-7.0%-5.5%-2.1%
Valuation
EV/EBITDA61.3661.3667.1634.5313.96
P/B1.811.813.351.451.60
Growth & Yield
Revenue Growth-7.2%-7.2%-2.7%-15.0%—
EPS Growth——-18.7%-152.6%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -38.9%

Total return

-38.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.57 → n/d

Residual

-38.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-38.9%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.